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DTSTART;TZID=America/New_York:20260728T130000
DTEND;TZID=America/New_York:20260728T140000
DTSTAMP:20260713T181017Z
CREATED:20260713T174323Z
LAST-MODIFIED:20260713T181017Z
UID:10000909-1785243600-1785247200@usteducation.org
SUMMARY:Top 10 Mistakes NFP Finance Teams Make in Reporting and Planning
DESCRIPTION:Course Description:  \nNonprofit finance teams are expected to deliver faster insights\, support strategic decisions\, and do more with limited resources. This webinar will examine the ten most common reporting and planning mistakes organizations make—from disconnected data and spreadsheet dependency to ineffective board reporting and static budgets—and share proven best practices that help finance teams improve accuracy\, efficiency\, and decision-making. \n  \nLearning Objectives: \nIdentify the 10 most common reporting and planning mistakes nonprofit finance teams make and understand why they occur.\n \nApply practical best practices to improve budgeting\, forecasting\, financial reporting\, and board reporting without increasing administrative effort.\n \nEvaluate ways to reduce reliance on spreadsheets\, improve data accuracy\, and create a single source of truth for financial and operational reporting.\n \nExplore how modern planning and reporting processes can provide greater visibility\, support better decision-making\, and increase organizational agility.\n \nApply actionable ideas immediately to strengthen your organization’s financial planning and reporting processes\, regardless of your current systems.\n \n 
URL:https://usteducation.org/event/top-10-mistakes-nfp-finance-teams-make-in-reporting-and-planning-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/95535516552
CATEGORIES:Accounting,ASSOCIATIONS & NONPROFITS,Budgeting,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/07/CoreyRose26.png
ORGANIZER;CN="Corey Barak":MAILTO:cbarak@solverglobal.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T110000
DTEND;TZID=America/New_York:20260729T120000
DTSTAMP:20260430T180936Z
CREATED:20260416T203856Z
LAST-MODIFIED:20260430T180936Z
UID:10000896-1785322800-1785326400@usteducation.org
SUMMARY:Revenue Unplugged: Ask Us Anything About Non-Dues Revenue
DESCRIPTION:Course Description:  \nYou’ve heard the presentations\, read the case studies\, and seen the slides—but when it comes to your association\, the practical questions about non-dues revenue always remain. That’s why we’re opening the floor for a candid\, fast-paced session with four of the association community’s go-to experts in sponsorship\, strategy\, business models\, and partnerships.\nThis “Ask Us Anything” session brings together more than a century of combined experience helping associations design\, diversify\, and grow their revenue streams. Bring your toughest challenges and most curious “what ifs”—this is your chance to explore solutions that make sense for your members\, mission\, and market.\n  \nLearning Objectives: \nIdentify creative twists on traditional sponsorships and partnerships\n \nEvaluate the value of aligning revenue goals with mission\, member value\, and sponsor value\n \nAnalyze current trends in pricing packaging\, and corporate engagement\n \nApply strategies to move from one-off ideas or events to sustainable revenue programs
URL:https://usteducation.org/event/revenue-unplugged-ask-us-anything-about-non-dues-revenue-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/98383897085
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy,Growth/Sales,Non-Dues Revenue
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/04/BarbaraBruceDanMichael26.png
ORGANIZER;CN="Barbara Armentrout":MAILTO:barbara@bjasolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T130000
DTEND;TZID=America/New_York:20260729T140000
DTSTAMP:20260626T192837Z
CREATED:20260626T192636Z
LAST-MODIFIED:20260626T192837Z
UID:10000908-1785330000-1785333600@usteducation.org
SUMMARY:Membership Innovation: Flipping the Script on Engagement
DESCRIPTION:Course Description:  \nAssociation professionals are constantly challenged to attract\, engage\, and retain members and volunteers in an increasingly competitive environment. This interactive webinar provides practical innovation tools that participants can apply immediately to strengthen engagement across their organization.\n \nAttendees will learn how to uncover hidden assumptions that may be limiting the effectiveness of current membership and volunteer engagement strategies. Through reframing techniques\, participants will explore new ways to approach recruitment\, retention\, volunteer involvement\, and member value creation.\n \nThe webinar combines expert insights\, real-world examples\, and guided interactive exercises that help participants evaluate their current engagement challenges and generate fresh ideas they can implement right away. Participants will also explore belonging-centered engagement models designed to foster stronger connections\, deeper participation\, and long-term loyalty.\n \nBy the end of the session\, attendees will leave with practical strategies that can help transform the way their organization engages members and volunteers.\n  \nLearning Objectives: \nImprove member recruitment and retention efforts by using reframing techniques to identify barriers\, uncover new opportunities\, and adapt strategies to better meet member needs.\n \nEnhance volunteer engagement by analyzing how belonging\, motivation\, and behavior influence participation\, and by redesigning simple engagement models that create stronger connections.\n \nApply basic innovation tools such as idea mapping\, prototyping\, and peer feedback to test engagement ideas and bring practical\, low-risk improvements back to their teams and chapters.\n 
URL:https://usteducation.org/event/membership-innovation-flipping-the-script-on-engagement-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/98080614986
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy,Hiring/Retention/HR
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/01/Justin26.png
ORGANIZER;CN="Justin Burniske%2C MBA":MAILTO:justin.burniske@meta-dao.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260805T110000
DTEND;TZID=America/New_York:20260805T120000
DTSTAMP:20260709T134543Z
CREATED:20260616T143045Z
LAST-MODIFIED:20260709T134543Z
UID:10000905-1785927600-1785931200@usteducation.org
SUMMARY:The Mindset Shift: Migrating from Legacy "AMS Thinking" to AI-Ready "CRM Thinking"
DESCRIPTION:REGISTRATION IS LIMITED TO 20! \nRESERVE YOUR SPOT! \nCourse Description:  \nFor years\, associations have operated under “AMS thinking”—relying on rigid\, all-in-one Association Management Systems to manage member data in structured silos. As member expectations evolve and artificial intelligence redefines operational capabilities\, transitioning to Salesforce offers a powerful alternative. However\, success requires more than just new software. It demands a fundamental shift to “CRM thinking.” This session is designed to guide association leaders through this paradigm shift and prepare them for a successful migration in an AI-dominated landscape.\n \nWe will focus on understanding the critical architectural differences between legacy databases and a relationship-focused platform.\n \nWe will specifically analyze how “CRM thinking” unlocks native\, predictive AI capabilities (such as member churn prediction and personalized engagement paths) that are impossible to achieve within the rigid\, siloed data structures of “AMS thinking.” Additionally\, we will demystify the Salesforce ecosystem\, helping you evaluate implementation partners and determine the right configuration of Salesforce tools (such as the Nonprofit Cloud) to meet your association’s specific operational needs.\n  \nLearning Objectives: \nContrast the operational and architectural differences between legacy “AMS thinking” and a relationship-centric\, AI-ready “CRM thinking” approach.\n \nEvaluate implementation partners and determine the right configuration of Salesforce tools (such as the Nonprofit Cloud and Einstein AI) to meet your association’s specific operational needs.\n \nFormulate a structured vetting process to select a qualified Salesforce implementation partner who understands association workflows.\n \nDesign a high-level roadmap for aligning legacy business processes with Salesforce’s flexible automation and predictive intelligence capabilities.\n \n 
URL:https://usteducation.org/event/the-mindset-shift-migrating-from-legacy-ams-thinking-to-ai-ready-crm-thinking-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/92554380130
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Business Strategy,Data Management
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/06/Jason25.png
ORGANIZER;CN="Jason Bailey":MAILTO:jasonb@bosma.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260826T110000
DTEND;TZID=America/New_York:20260826T120000
DTSTAMP:20260714T184954Z
CREATED:20260714T184828Z
LAST-MODIFIED:20260714T184954Z
UID:10000910-1787742000-1787745600@usteducation.org
SUMMARY:Should You Stay or Should You Go? The AMS Edition
DESCRIPTION:Course Description:  \nSo\, your AMS isn’t delivering what you need. Before you start shopping for a new system\, it’s worth determining whether your challenges stem from internal processes\, data\, adoption\, governance\, changing organizational needs\, or the technology itself.\n \nIn this session\, we’ll explore the key questions and considerations that can help you decide whether to stay the course and optimize what you have or move on to a new solution. You’ll leave with a framework for making a confident\, strategic AMS decision.\n  \nLearning Objectives: \nUnderstand the factors that should influence an AMS stay-or-go decision.\n \nRecognize common risks and opportunities associated with each path.\n \nApply a decision-making framework that supports long-term organizational success.\n \n 
URL:https://usteducation.org/event/should-you-stay-or-should-you-go-the-ams-edition-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/93007775607
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy,Data Management
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/07/KellyGretchen26.png
ORGANIZER;CN="Gretchen Steenstra":MAILTO:gsteenstra@delcor.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260922T130000
DTEND;TZID=America/New_York:20260922T140000
DTSTAMP:20260216T152331Z
CREATED:20260213T174336Z
LAST-MODIFIED:20260216T152331Z
UID:10000878-1790082000-1790085600@usteducation.org
SUMMARY:Building a Culture of Inclusion Through Budgets\, Financial Reporting and Communication
DESCRIPTION:Course Description:  \nIn this presentation we will discuss actions and tactics you can use to better connect project managers and staff with budget planning and budget building processes including adding an annual budget process assessment\, engaging staff with rolling projections and looking forward\, budgeting for revenue and support\, special tactics for budgeting for salaries\, and how decentralizing the budget building process and documenting budget assumptions is key to success.  We will also discuss how creating an inclusive culture about the budgeting process is critical to the above. \n  \nLearning Objectives: \n\nEmploy tactics to better connect project managers and staff with the budgeting process.\n \nCreate an inclusive culture to facilitate a better budgeting process\n \nDevelop and document more accurate budget projections.\n\n \n 
URL:https://usteducation.org/event/building-a-culture-of-inclusion-through-budgets-financial-reporting-and-communication-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/92190428486
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Business Strategy,Culture/Communication,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/02/MichaelPaul26.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260930T110000
DTEND;TZID=America/New_York:20260930T120000
DTSTAMP:20260526T055952Z
CREATED:20260515T120621Z
LAST-MODIFIED:20260526T055952Z
UID:10000901-1790766000-1790769600@usteducation.org
SUMMARY:Future-Proofing your Association: Creating Ethical AI Guidelines
DESCRIPTION:Course Description:  \nAI is transforming how associations deliver value—but few have clear policies to guide AI use. A recent study shows that while most executives are embracing AI\, only 13 percent have implemented an AI policy. Without guidance\, associations risk inconsistency\, data exposure\, and missteps. In this session\, you will learn how to write and sustain effective AI guidelines and leave with practical strategies for what to include—and what to avoid\, how to balance compliance with innovation\, and how to use AI responsibly across content and distribution channels. \n  \nLearning Objectives: \nIdentify the essential components of an effective AI policy for associations\n \nDevelop an AI policy for your association\n \nDistinguise between which AI guidelines are nice to have\, and which are must haves\n \nUnderstand the difference between ethical v. legal perspectives\n \nAnalyze the risks and opportunities AI presents to association executives\n \n 
URL:https://usteducation.org/event/future-proofing-your-association-creating-ethical-ai-guidelines-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/96756240503
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Ethics
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/05/Sheri25-1.png
ORGANIZER;CN="Sheri Singer":MAILTO:sheri@singercomm.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261021T110000
DTEND;TZID=America/New_York:20261021T120000
DTSTAMP:20260313T161659Z
CREATED:20260116T152900Z
LAST-MODIFIED:20260313T161659Z
UID:10000861-1792580400-1792584000@usteducation.org
SUMMARY:What's New in BC 2026 Wave 2
DESCRIPTION:This event is eligible for CPE Credit only~ \n  \nCourse Description:  \nHere is an opportunity to learn what’s new in BC. \nBusiness Central has two major updates each year. Today you will get the highlights of what’s new in the latest release. This will cover multiple areas of BC. \n  \nLearning Objectives: \nAnalyze what is new in BC \nEvaluate the update rollouts \nUnderstand how to manage your update schedule
URL:https://usteducation.org/event/50093-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/91041321099
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Data Management,MICROSOFT DYNAMICS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/02/Andrew24.png
ORGANIZER;CN="Andrew Good":MAILTO:agood@libertygrove.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261110T110000
DTEND;TZID=America/New_York:20261110T120000
DTSTAMP:20260515T120044Z
CREATED:20260515T115900Z
LAST-MODIFIED:20260515T120044Z
UID:10000900-1794308400-1794312000@usteducation.org
SUMMARY:Till System Death Do Us Part: Lasting Partnerships
DESCRIPTION:Course Description:  \nSystem churn drains budgets\, burns out staff\, and frustrates members. This session shows how to cultivate vendor partnerships that last\, from pinpointing the real problem and requirements\, to choosing a true partner\, to sustaining the relationship long after launch. Participants will explore why implementations go off the rails\, how to establish governance and routines that keep both sides aligned\, and what to do if the partnership falters. Through real scenarios and clear checklists\, participants will leave with a practical roadmap to avoid “shiny object” distractions and maximize the value of their systems. \n  \nLearning Objectives: \nDiagnose the root causes of system churn in their own organization and vendor relationships.\n \nDesign a simple governance and communication framework to align internal stakeholders and vendor partners before\, during\, and after implementation.\n \nApply tools (scorecards\, health checks\, and structured conversations) to repair strained vendor relationships and extend the life of existing systems.\n \n 
URL:https://usteducation.org/event/till-system-death-do-us-part-lasting-partnerships-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/93631372529
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/05/TobinDavid26.png
ORGANIZER;CN="Tobin Conley%2C CAE%2C CIP":MAILTO:tconley@delcor.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261112T130000
DTEND;TZID=America/New_York:20261112T140000
DTSTAMP:20260216T152347Z
CREATED:20260213T173842Z
LAST-MODIFIED:20260216T152347Z
UID:10000877-1794488400-1794492000@usteducation.org
SUMMARY:Using Pipeline Reports to Navigate Funding and Improve Sustainability
DESCRIPTION:Course Description:  \nFor nonprofit organizations\, a robust and well-managed funding pipeline is the lifeblood of long-term sustainability. This session provides a deep dive into the creation\, analysis\, and strategic application of pipeline reports\, which track and project incoming revenue from all sources\, including grants\, major gifts\, individual donors\, and contracts. Participants will learn how to transition from reactive fundraising to proactive financial forecasting by establishing clear pipeline stages\, accurately estimating close rates\, and identifying potential gaps in future funding. We will cover how to use this data not only to manage the development team but also to inform the annual budget\, guide strategic decisions about program expansion\, and communicate a reliable vision of financial health to the board. Mastering pipeline reporting is key to ensuring continuous operations and achieving mission impact. \n  \nLearning Objectives: \n\nDesign a Pipeline: Structure a comprehensive funding pipeline that incorporates various revenue streams (grants\, individual giving\, etc.) into a single\, cohesive reporting system.\n \nForecast Revenue: Utilize pipeline metrics\, such as close rates and average gift size\, to generate accurate and reliable revenue forecasts for the current and subsequent fiscal years.\n \nIdentify Funding Gaps: Analyze pipeline reports to proactively identify potential shortfalls or high-risk areas in future funding and develop contingency plans.\n \nCommunicate Sustainability: Leverage pipeline reports to effectively communicate the organization’s current funding trajectory and long-term sustainability outlook to the board\, staff\, and external partners.\n\n \n 
URL:https://usteducation.org/event/using-pipeline-reports-to-navigate-funding-and-improve-sustainability-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/95678306303
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Business Strategy,Culture/Communication,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/02/MichaelPaul26.png
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